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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oldfather Financial Services, LLC

Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0001775530-26-000001

Total Value
$335.8M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363117,397$73.6M21.92%
2SPDR S&P MIDCAP 400 ETF TRMDY55,249$33.3M9.92%
3ISHARES TR464287655116,244$28.6M8.52%
4SPDR S&P 500 ETF TRSPY25,775$17.6M5.23%
5ISHARES TR464287465126,608$12.2M3.62%
6ISHARES TR464287226117,091$11.7M3.48%
7ISHARES TR46428761424,441$11.6M3.44%
8ISHARES TR46428759843,987$9.3M2.75%
9BERKSHIRE HATHAWAY INC DELBRK-A12$9.1M2.70%
10ISHARES TR46428764827,202$8.8M2.62%
11ISHARES TR46428770563,185$8.3M2.48%
12VANGUARD INDEX FDS92290875132,013$8.3M2.46%
13ISHARES TR46428760678,565$7.6M2.27%
14BERKSHIRE HATHAWAY INC DELBRK-A14,079$7.1M2.11%
15ISHARES TR46428763037,564$6.8M2.03%
16WELLS FARGO CO NEW94974610162,200$5.8M1.73%
17ISHARES TR46428723497,037$5.3M1.58%
18ISHARES TR4642872006,353$4.4M1.30%
19APPLE INCAAPL13,696$3.7M1.11%
20VANGUARD BD INDEX FDS92193783541,962$3.1M0.93%
21AMERICAN EXPRESS COAXP7,688$2.8M0.85%
22BUCKLE INCBKE43,986$2.3M0.70%
23SCHWAB STRATEGIC TR80852483997,111$2.3M0.68%
24ISHARES TR46428750732,876$2.2M0.65%
25MICROSOFT CORPMSFT4,428$2.1M0.64%
26JPMORGAN CHASE & CO.VYLD6,168$2.0M0.59%
27SCHWAB STRATEGIC TR80852420172,170$1.9M0.58%
28VANGUARD INDEX FDS9229087695,741$1.9M0.57%
29SCHWAB STRATEGIC TR80852460760,371$1.7M0.51%
30JOHNSON & JOHNSONJNJ8,046$1.7M0.50%
31SCHWAB STRATEGIC TR80852450854,712$1.6M0.49%
32AMAZON COM INCAMZN6,336$1.5M0.44%
33ISHARES TR46436E72665,985$1.5M0.43%
34EATON CORP PLCETN4,311$1.4M0.41%
35VANGUARD INDEX FDS9229086294,315$1.3M0.37%
36INTERNATIONAL BUSINESS MACHSINTR3,925$1.2M0.35%
37ISHARES TR4642876222,959$1.1M0.33%
38SELECT SECTOR SPDR TR81369Y8037,532$1.1M0.32%
39ALPHABET INCGOOG3,249$1.0M0.30%
40UNION PAC CORPUNP3,951$913,8620.27%
41INVESCO QQQ TRIVZ1,416$869,7620.26%
42ALPHABET INCGOOG2,754$864,1850.26%
43ISHARES TR46428824012,832$861,4450.26%
44NVIDIA CORPORATIONNVDA4,327$806,9860.24%
45US BANCORP DELUSB-PS15,000$800,4000.24%
46MCDONALDS CORPMCD2,494$762,3210.23%
47ISHARES TR46435GAA031,107$753,7230.22%
48VANGUARD INDEX FDS9229086113,503$741,9000.22%
49ISHARES INC46434G10310,690$718,5880.21%
50SPDR GOLD TRGLD1,777$704,2430.21%
51SCHWAB STRATEGIC TR80852480528,926$695,3910.21%
52VANGUARD INDEX FDS9229086372,041$642,5070.19%
53ISHARES TR46432F8426,935$620,4070.18%
54BANK AMERICA CORP06050510411,231$617,7050.18%
55VANGUARD INDEX FDS9229085951,937$585,1870.17%
56DEERE & CODE1,192$555,1130.17%
57ISHARES TR4642871011,611$552,5580.16%
58MASTERCARD INCORPORATEDMA948$541,1940.16%
59EXXON MOBIL CORPXOM4,440$534,3440.16%
60ISHARES TR4642885136,471$521,7570.16%
61BROADCOM INCAVGO1,485$513,9590.15%
62META PLATFORMS INCMETA768$506,9490.15%
63SCHWAB STRATEGIC TR80852470615,400$504,3530.15%
64SCHWAB STRATEGIC TR80852479717,454$478,7650.14%
65VISA INCV1,273$446,4540.13%
66VERIZON COMMUNICATIONS INCVZ10,740$437,4400.13%
67ABBVIE INCABBV1,856$424,0770.13%
68VANGUARD INTL EQUITY INDEX F9220428587,619$409,5970.12%
69SCHWAB STRATEGIC TR80852430012,305$401,3950.12%
70ORACLE CORPORCL-PD1,989$387,6760.12%
71ISHARES TR4642877211,909$381,1890.11%
72PNC FINL SVCS GROUP INC6934751051,800$375,7140.11%
73ISHARES TR4642873092,998$369,5330.11%
74AMERIPRISE FINL INC03076C106744$364,8130.11%
75SPDR INDEX SHS FDS78463X5097,751$362,8240.11%
76VANGUARD TAX-MANAGED FDS9219438585,609$350,3940.10%
77ELI LILLY & COLLY319$342,8230.10%
78TJX COS INC NEW8725401092,214$340,0930.10%
79LOWES COS INC5486611071,409$339,8560.10%
80TESLA INCTSLA752$338,1890.10%
81WALMART INCWMT2,660$296,3510.09%
82PEPSICO INCPEP2,060$295,6780.09%
83ABBOTT LABSABLZF2,272$284,6300.08%
84SPDR SERIES TRUST78464A7632,007$279,2940.08%
85VANGUARD WORLD FD92204A4052,068$276,0570.08%
86ISHARES TR4642878042,261$271,7270.08%
87LAM RESEARCH CORPLRCX1,547$264,8150.08%
88VANGUARD INDEX FDS922908538921$257,0880.08%
89SSGA ACTIVE TR78470P81210,000$250,4080.07%
90TAIWAN SEMICONDUCTOR MFG LTD874039100819$248,8860.07%
91ISHARES TR4642882571,678$237,3940.07%
92ISHARES TR4642871681,631$230,1990.07%
93COCA COLA COKO3,255$227,5270.07%
94PROCTER AND GAMBLE CO7427181091,550$222,0860.07%
95SPDR SERIES TRUST78464A8542,763$221,6480.07%
96COSTCO WHSL CORP NEW22160K105253$218,5990.07%
97VANGUARD SPECIALIZED FUNDS921908844983$216,0440.06%
98CUMMINS INCCMI422$215,4100.06%